SECTIONSUtilization Results Flow PSA Input Fields
The input fields are the foundation of every dataset in PS Cloud Analytics. These fields are imported from your org environment by the dataflow when you create the Analytics app, the data is then processed to populate your apps' datasets.
Base Object
This flow uses Utilization Result as the central object to retrieve PS Cloud Analytics field information. It also uses lookups to other PS Cloud Analytics objects to complement the data necessary to generate the Utilization Analytics (Embedded) Dataset.
Utilization Result
These are the main fields retrieved from the Utilization Result object in PS Cloud Analytics.
|
Field Label |
Field API Name |
Description |
|---|---|---|
| Billable Assignment Hours | pse__Billable_Assignment_Hours__c | These fields are imported directly from your PSA environment. For more information about these fields, see Utilization Result Fields. |
| Billable Timecard Hours | pse__Billable_Timecard_Hours__c | |
| Calendar Hours | pse__Calendar_Hours__c | |
| Credited Assignment Hours | pse__Credited_Assignment_Hours__c | |
| Credited Timecard Hours | pse__Credited_Timecard_Hours__c | |
| Date | pse__Date__c | |
| Held Resource Request Hours | pse__Held_Resource_Request_Hours__c | |
| Non-Billable Assignment Hours | pse__Non_Billable_Assignment_Hours__c | |
| Non-Billable Timecard Hours | pse__Non_Billable_Timecard_Hours__c | |
| Old Practice | pse__Old_Practice__c | |
| Old Region | pse__Old_Practice__c | |
| Resource Role | pse__Resource_Role__c | |
| Time Excluded Assignment Hours | pse__Time_Excluded_Assignment_Hours__c | |
| Time Excluded Timecard Hours | pse__Time_Excluded_Timecard_Hours__c | |
| Unheld Resource Request Hours | pse__Unheld_Resource_Request_Hours__c | |
| Utilization Excluded Assignment Hours | pse__Utilization_Excluded_Assignment_Hours__c | |
| Utilization Excluded Held RR Hours | pse__Utilization_Excluded_Held_RR_Hours__c | |
| Utilization Excluded Timecard Hours | pse__Utilization_Excluded_Timecard_Hours__c | |
| Utilization Excluded Unheld RR Hours | pse__Utilization_Excluded_Unheld_RR_Hours__c | |
| Group ID | pse__Group__c |
We use this field to look up the corresponding PSA object for the following fields: Group . |
| Practice ID | pse__Practice__c |
We use this field to look up the corresponding PSA object for the following fields: Practice. |
| Region ID | pse__Region__c | We use this field to look up the corresponding PSA object for the following fields: Region. |
| Resource ID | pse__Resource__c | We use this field to look up the corresponding PSA object for the following fields: Resource (Contact) . |
| Resource Change ID | Id | We use this field to look up the corresponding PSA object for the following fields: Resource Change. |
Time Period
|
Field Label |
Field API Name |
Description |
|---|---|---|
| Name | Name | These fields are imported directly from your PSA environment. For more information about these fields, see Time Period Fields. |
| End Date | pse__End_Date__c | |
| Start Date | pse__Start_Date__c | |
| Type | pse__Type__c |
Skill / Certification
|
Field Label |
Field API Name |
Description |
|---|---|---|
| Certification Source | pse__Certification_Source__c | These fields are imported directly from your PSA environment. For more information about these fields, see Skill or Certification Fields. |
| Description | pse__Description__c | |
| Group | pse__Group__c | |
| Last Modified By ID | LastModifiedById | |
| Record ID | Id | |
| Skill or Certification | pse__Skill_Or_Certification__c | |
| Type | pse__Type__c |
Skill / Certification Rating
|
Field Label |
Field API Name |
Description |
|---|---|---|
| Aspiration | pse__Aspiration__c | These fields are imported directly from your PSA environment. For more information about these fields, see Skill or Certification Rating Fields. |
| Certified | pse__Certified__c | |
| Date Achieved | pse__Date_Achieved__c | |
| Evaluation Date | pse__Evaluation_Date__c | |
| Expiration Date | pse__Expiration_Date__c | |
| Last Modified By ID | LastModifiedById | |
| Name | Name | |
| Numerical Rating | pse__Numerical_Rating__c | |
| Rating | pse__Rating__c | |
| Resource | pse__Resource__c | |
| Skill /Certification | pse__Skill_Certification__c | |
|
Years of Experience |
pse__Years_Experience__c |
Permission Control
The Permission Control fields are only used if you have Utilization Results Permission Controls set to true on your active PSA Analytics Setup record.
|
Field Label |
Field API Name |
Description |
|---|---|---|
|
End Date |
pse__End_Date__c |
These fields are imported directly from your PSA environment. For more information about these fields, see Permission Control Fields |
|
Record ID |
Id |
|
|
Start Date |
pse__Start_Date__c |
|
|
User |
pse__User__c |
|
|
View All Utilization |
pse__View_All_Utilization__c |
Contact
This refers to the Salesforce Contact object.
|
Field Label |
Field API Name |
Description |
|---|---|---|
|
Name |
Name |
These fields are imported directly from your PSA environment. For more information about these fields in the Contact object, see the Salesforce Help. |
|
Salesforce User |
pse__Salesforce_User__c |
|
|
Reports To |
ReportsToId |
User
This refers to the Salesforce User object.
|
Field Label |
Field API Name |
Description |
|---|---|---|
|
Record ID |
Id |
These fields are imported directly from your PSA environment. |
|
FullPhotoUrl |
FullPhotoUrl |
|
|
Manager |
ManagerId |
These fields are imported directly from your PSA environment. Note: These two fields are used depending on if you have the Utilization Results Security mode set to ‘Hierarchy’’ and Utilization Results Hierarchy Mode set to "Role Field on User Object" or "Manager Field on User Object". |
|
Role |
UserRoleId |
Augmented Fields
The augment fields complement the data imported from the base objects allowing you to have a deeper visualization of your data.